AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.79M
3
+$1.32M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.27M
5
FAUG icon
FT Vest US Equity Buffer ETF August
FAUG
+$1.2M

Top Sells

1
+$3.88M
2
+$1.22M
3
+$768K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$704K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$687K

Sector Composition

1 Technology 8.76%
2 Healthcare 8.23%
3 Financials 5.76%
4 Industrials 4.75%
5 Consumer Discretionary 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.67%
+7,605
27
$1.75M 0.66%
10,660
-1,100
28
$1.73M 0.65%
40,126
+2,926
29
$1.65M 0.62%
7,790
30
$1.64M 0.61%
56,306
-26,384
31
$1.63M 0.61%
7,418
-50
32
$1.62M 0.61%
10,790
+1,690
33
$1.6M 0.6%
5,840
34
$1.57M 0.59%
15,973
-167
35
$1.44M 0.54%
14,203
36
$1.43M 0.54%
3,333
-83
37
$1.42M 0.53%
9,770
+1,010
38
$1.41M 0.53%
4,054
39
$1.34M 0.5%
24,935
+21,524
40
$1.33M 0.5%
5,964
-405
41
$1.32M 0.49%
+26,004
42
$1.31M 0.49%
6,700
43
$1.31M 0.49%
23,991
-1,181
44
$1.3M 0.49%
12,720
-564
45
$1.29M 0.48%
21,878
-91
46
$1.27M 0.48%
76,112
+3,699
47
$1.27M 0.47%
+14,297
48
$1.25M 0.47%
11,000
49
$1.24M 0.46%
5,119
-32
50
$1.23M 0.46%
26,544
+36
1
2
3 4 5